PAG
JPIE icon

Paladin Advisory Group’s JPMorgan Income ETF JPIE Stock Holding History

Paladin Advisory Group’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-59,225
Closed -$2.67M – 388
2022
Q4 		$2.67M Buy
59,225
+20,909
+55% +$936K 2.28% 12
2022
Q3 		$1.7M Buy
38,316
+3,451
+10% +$159K 1.55% 21
2022
Q2 		$1.6M Buy
+34,865
New +$1.64M 1.37% 23

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paladin Advisory Group's JPIE Position: Q1 2026 in Review

Paladin Advisory Group reduced its JPMorgan Income ETF (JPIE) stake by 14% in Q1 2026, selling an estimated $587K and leaving 80,403 shares worth $3.7M. The position accounts for 2.82% of the portfolio, ranked #10.

Paladin Advisory Group first reported a position in JPIE in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.31M in Q4 2025. 445 funds tracked by Wall St. Rank hold JPIE as of Q1 2026.

  • Paladin Advisory Group held 80,403 shares of JPMorgan Income ETF worth $3.7M as of Q1 2026.
  • Paladin Advisory Group sold 12,684 JPMorgan Income ETF shares in Q1 2026, an estimated $587K.
  • JPMorgan Income ETF made up 2.82% of Paladin Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Paladin Advisory Group first reported a position in JPMorgan Income ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's JPMorgan Income ETF position peaked at $4.31M in Q4 2025.
  • 445 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.